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Portfolio (Quarterly) Guide ↗

Mosley Wealth Management

· CIK 0002011849
13F Portfolio $314M AUM 781 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 366 New 183 Added 180 Reduced 51 Exited
Page 5 of 10  ·  183 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SEPW ALLIANZIM U.S. EQUITY BUFFER20 SEP ETF 3,802.0 $127K 0.04% +3K +655.9% $33.39 +1.2%
82 UPST UPSTART HLDGS INC COM Financial Services 3,176.0 $113K 0.04% +3K +3593.0% $35.43 -22.1%
83 MRVL MARVELL TECHNOLOGY INC COM Technology 376.0 $112K 0.04% +341.0 +974.3% $297.92 -30.6%
84 NOC NORTHROP GRUMMAN CORP COM Industrials 207.0 $105K 0.03% +2.0 +1.0% $509.50 +3.7%
85 CENCORA INC COM 365.0 $103K 0.03% +3.0 +0.8% $283.28
86 TLN TALEN ENERGY CORP COM Utilities 232.0 $89K 0.03% +217.0 +1446.7% $384.26 -23.4%
87 SBUX STARBUCKS CORP COM Consumer Cyclical 779.0 $80K 0.03% +182.0 +30.5% $102.19 +3.9%
88 LUV SOUTHWEST AIRLS CO COM Industrials 1,496.0 $77K 0.02% +26.0 +1.8% $51.42 -25.3%
89 SEPZ TRUESHARES STRUCTURED OUTCOME SEPTEMBER ETF 1,546.0 $70K 0.02% +2K +8036.8% $45.44 +1.3%
90 ALL ALLSTATE CORP COM Financial Services 281.0 $67K 0.02% +4.0 +1.4% $238.05 +9.1%
91 BKNG BOOKING HOLDINGS INC COM Consumer Cyclical 375.0 $67K 0.02% +365.0 +3650.0% $178.24 +10.7%
92 LIN LINDE PLC SHS Basic Materials 124.0 $64K 0.02% +88.0 +244.4% $519.48 -6.0%
93 TPL TEXAS PACIFIC LAND CORPORATION COM Energy 147.0 $64K 0.02% +97.0 +194.0% $437.64 -16.2%
94 ALLIANZIM U.S. EQUITY BUFFER15 UNCAPPED JUL ETF 1,862.0 $60K 0.02% +2K +750.2% $32.09
95 DDOG DATADOG INC CL A COM Technology 225.0 $59K 0.02% +148.0 +192.2% $260.36 -17.8%
96 VEA VANGUARD FTSE DEVELOPED MARKETS ETF 772.0 $55K 0.02% +381.0 +97.4% $71.23 +1.7%
97 FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF 1,341.0 $53K 0.02% +473.0 +54.5% $39.67 +7.2%
98 TLT ISHARES 20 YEAR TREASURY BOND ETF 602.0 $52K 0.02% +596.0 +9933.3% $86.47 -5.2%
99 RL RALPH LAUREN CORP CL A Consumer Cyclical 126.0 $51K 0.02% +1.0 +0.8% $401.33 -14.8%
100 PPG PPG INDS INC COM Basic Materials 411.0 $50K 0.02% +5.0 +1.2% $121.16 -7.4%
Page 5 of 10  ·  183 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 45.8%
Financial Services 16.0%
Industrials 7.4%
Communication Services 6.6%
Consumer Defensive 6.4%
Healthcare 6.3%
Consumer Cyclical 5.8%
Energy 3.6%
Utilities 1.6%
Basic Materials 0.3%